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Sound Income Strategies’s Invesco KBW Bank ETF KBWB Stock Holding History

Sound Income Strategies’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.8K Buy
896
+809
+930% +$67.6K ﹤0.01% 710
2025
Q4 		$7.49K Buy
+87
New +$6.88K ﹤0.01% 1623
2025
Q3 		– Sell
-161
Closed -$11.6K – 1774
2025
Q2 		$11.6K Buy
161
+1
+0.6% +$63 ﹤0.01% 904
2025
Q1 		$10.1K Buy
160
+1
+0.6% +$67 ﹤0.01% 906
2024
Q4 		$10.4K Buy
159
+1
+0.6% +$65 ﹤0.01% 827
2024
Q3 		$9.29K Buy
+158
New +$8.99K ﹤0.01% 815

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sound Income Strategies's KBWB Position: Q1 2026 in Review

Sound Income Strategies increased its Invesco KBW Bank ETF (KBWB) stake by 930% in Q1 2026, buying an estimated $67.6K and bringing the position to 896 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Sound Income Strategies first reported a position in KBWB in Q3 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Sound Income Strategies held 896 shares of Invesco KBW Bank ETF worth $71.8K as of Q1 2026.
  • Sound Income Strategies bought 809 Invesco KBW Bank ETF shares in Q1 2026, an estimated $67.6K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Sound Income Strategies's portfolio in Q1 2026, its #710 holding.
  • Sound Income Strategies first reported a position in Invesco KBW Bank ETF in Q3 2024 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.